NWQ Investment Management Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NWQ Investment Management Company’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-13,804	Closed	-$1.44M	–	153
2018 Q4	$1.44M	Buy	+13,804	New	+$1.4M	0.03%	142
2018 Q1	–	Sell	-3,917	Closed	-$414K	–	186
2017 Q4	$414K	Buy	+3,917	New	+$415K	0.01%	184
2017 Q1	–	Sell	-8,780	Closed	-$920K	–	200
2016 Q4	$920K	Buy	+8,780	New	+$943K	0.01%	185
2016 Q1	–	Sell	-19,303	Closed	-$2.04M	–	148
2015 Q4	$2.04M	Buy	+19,303	New	+$2.06M	0.03%	141
2014 Q1	–	Sell	-2,546	Closed	-$253K	–	168
2013 Q4	$253K	Buy	+2,546	New	+$258K	﹤0.01%	163

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NWQ Investment Management Company's IEF Position: Q1 2019 in Review

NWQ Investment Management Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 13,804 shares — an estimated $1.44M sold.

NWQ Investment Management Company first reported a position in IEF in Q4 2013 and held it in 5 quarters. The position peaked at $2.04M in Q4 2015. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

NWQ Investment Management Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
NWQ Investment Management Company sold 13,804 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $1.44M.
NWQ Investment Management Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 5 quarters.
NWQ Investment Management Company's iShares 7-10 Year Treasury Bond ETF position peaked at $2.04M in Q4 2015.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on NWQ Investment Management Company's 13F filing for Q1 2019, filed 14 May 2019.